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HomeMy WebLinkAbout04-05-12 ,~ 15~561U143 REV-1500 ~`'°'-'°' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county code Year File Number ureau of Individual Taxes s~"aTMB1fOF o Box.2eosof INHERITANCE TAX RETURN 21 ~ / / ~G~~/„ F~arrisburg, PA 1712&0601 RESIDENT DECEDENT l ~~~~~~yy ENTER DECEDENT INFORMATION BELOW Socal Security Nuhtber Date of Death 193 12 >~307 O1 05 2011 Decedent's Last N~Ime Suffer HOOVER (If Applicable) E ~ r Surviving Spouse's Information Below Spouse's Last Na~e Suffix Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 1. Original R m 4. Limited Es~ate © 5 Decedern D ed Testate (Atlath Cop of wily 9. Litigation f~roceeds Received Date of Birth 12 05 1917 Decedent's First Name MI EVELYN F Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13.82) 4a. Fubxe Irnerest Compromise ~ 5. Federal Estate Tax Return Required (date W tlea9i elver 12-12-92) T, ~~rlt~inteir ad)a Living Trust 1 8. Total Number of Safe Deposit Boxes 10. biNv en 12~e1 91 raeaddit I t a5jf death ~ 11. Election t0 tax under Sec. 9113(A) t (Attach Sch. 0) CORRESPONDENTS -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name I Daytime Telephone Number BRADLEYI L GRIFFIE (717) 243 5551 First line of add 200 NOR H HANOVER ST Second line of address City or Post tNfide State 27P Code CARLISLE PA 17013 ~->> REGISTER O S USE t~LY ~~ b n ~ ~ r-- ~ ; n-l ?~~ ~ ~ , ~ i ~ JQQ ~~ ~ ~ DA~ FILED r ~ ~_ :- ; _i. •~~_ ri Tt ComespondenY e-mail address: osnme~vgrnneraw.com Under penalties of ury, I deGare that I have examined this return, inGuding accompanying schedules and statements, and to the bast of my knowledge arM belief, it is true, correct and complete. DeGaration of preparer other than the personal representative is based on all information of which preparer has arty knowledge. L. THAN 1 Bradley L. Grime, Esquire DATE 200 NorthHoover St, Carlisle, PA Side 1 ~t505610143 1505610143 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-11-0208 DECEDENT'S NAME Hoover, Evlalyn F. STREET ADDRESS 13 Mount Block Road CITY Newville STATE PA ZIP 17241 Tax Payments an~l Credits: 1. Tax Due (Page 2, line 19) 2. Credits/Paymertts A. Prior Payments', B. Discount 12,500.00 592.89 (1) --___ Total Credits (A + B) (2) 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the d'rfference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5, If Line 1 + Line 3 is jgeater than Line 2, enter the difference. This is the TAX DUE. Make Check Payable to: REGISTER OF WI 11,853.83 13,092.89 1,238.86 (5) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did cecedent make a transfer and: Yes No retain the use or income of the property transferred :............................................................................... ^ ^ 'retain the right to designate who shall use the property transferred or its income :.................................. b. ~ ^ c ~ retain a reversionary interest; or ............................................................................................................... ^ ^x receive the promise for life of either payments, benefds or care? ............................... d. ............................. ^ 2. If de th occurred after December 12, 1982, did decedent transfer property within one year of death without rece: ing adequate consideration? .........................................................................................................:.......... ^ ^x 3. Did ecredent own an "in trust fob' or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did ecedent own an Individual Retirement Axount, annuity, or other non-probate property which cunt ins a beneficiary designation? .................................................................................................................. ^ IF THE ANSWER TO NY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on of after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent p2'~P.S. §9116 (a) (1.1) (i)]. For dates of death on o~ after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent p2 P.S. §9116 (a) (1.1)i (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even ff the surviving spouse is the only beneficiary. For dates of death on o~ after July 1, 2000: • The tax rate impose on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate impose on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116 1.2) 72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9116 (a) (1.3)]. A sibling is defined un er Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rw-7502 GX+ (17-09) SCHEDULE A REAL ESTATE PENNSYLVANIA ESTATE OF IFILE NUMBER All real property eolsly a as a tenets in wnarton must be reported at falr rmrkst valve. Fair market value is tlefirxd as the price at whits properly would be exch etl lxtween a valknp txryer and a wfllirp eelkr, neither being compelled to buy or call, both hwin0 rweonable krawletl0e of the relevant facts. Rwl properly whleh h Jointly-owned wah right oT wrvlvorehip mutt be dieolwad on eoMduN F. (H more space is needed, atld'dional pages of the same size) Copyright (c) 2009 fortry software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 11-08) ttsv-tso~ ex+(ssel SCHEDULE D MORTGAGES 8~ NOTES RECEIVABLE ESTATE OF (FILE NUMBER Hpover, Evelyn F. 21-11-0206 All properly )oMSyownsd vWth rlpht or wnrlvonhlp moat ha diadoasd on Schedule F. (If more apace is needed, add'Aional pages of the same size) Copyright (c) 2002 form~i software only The Lackner Group, Inc. Fonn PA-1500 Schedule D (Rev. 6-98) Rsv-7608 EXt (a-a6) ` SCHEDULE E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY COMMON W EALTH IOF PENNSYLVANIA INNERITANC~ TAX RETURN RE61DENi DECEDENT ESTATE OF FILE NUMBER H ver Evel n F. 21-11-0206 ' Include the proceeds of litlgal~on and the date the proceeds were received ny the estate, NI property Jolmty-oenlsd w(lh fhe rlaht of survlvolshlp must be ~sdoasd on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Feder~ll Income Tax Refund - 4,513.00 (Refund of 2010 overpayment of federal taxes) 2 Com~st refund - 29.44 Accou~ht No. 09547-34382301 3 ACNB nk -Checking Account No. 120073 8,776.78 (See at~ched statement) 4 ACNE nk -Safe Deposit Box -Account No. 803/466 (de minimis value) .0.00 (See at~ched statement) 5 ~ Persohal property appraised - (See attached appraisal) ~ 3,037.00 6 Putna~Funds Investment -Account No. 505015316 21,864.55 (See a ched statement) 7 Missio}t Investment Fund Investment #20000002862 -Evangelical Lutheran Church in 3.825.91 Ameriga (See attached statement) 8 Credit$d tax proration at real estate sale - (See attached HUD-1 settlement statement) 730.55 TOTAL (Also enter on Line 5, Recapitulation) I 42,777.23 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1600 Schedule E (Rev. 6-98) t Rw-7608 EXr (6A6) SCHEDULE F COMMONWEALTH OF PENNBVLVANIA JOINTLY-OWNED PROPERTY INNERITANCC~ TAX RETURN RE61DE DECEDENT ESTATE OF FILE NUMBER Hoover Evel n F. 21-11-0206 a ul rwt wu mW° )oIM within ons ri°r of iM dsad°nt's uau of tls°Ih, n mwt w mporgd on °ehMuN 6. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Robert L. Hobver, Jr. 1660 Clover Lane Son York, PA 17403-4012 B. C. JOINTLY OWNEq PROPERTY: ITEM NUMBER LETTE FOR JOI TENAN DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTRUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH BLUE OF ASS % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1 A AT8~T Inc. stock - 60,629.24 50.000% 30,414.62 Account No. 00006450458 2,028.993915 shares Price per share -;29.98 (See attached statement) 2 A 1 Mission Investment Fund of the ELCA - 3,887.79 50.000% 1.943.90 Account No. 20000002862 (cashed out closing balance 418/2011) 3 A Comcast Corporation Class AStock - 5,252.94 50.000°~ 2,626.47 Account No. 3501136977 231 shares Price per share - 522.74 (See attached statement) 4 A Frontier Communications Corporation Stock 1,146.96 50.000°k 573.48 Account No. 00005408890 118 shares Price per share - 59.72 (See attached statement) Total of Continuation Schedule ee attached page TOTAL (Also enter on Line 6, Recapitulation) (If more space is needed, additional pages of the same size) Copyright (c) 2002 forrrf software only The Lackner Group, Inc. 71,821.10 Form PA-7500 Schedule F (Rev. tr98) Rsv-7909 EX~ (8.98) SCHEDULE F COMMONWEALTH'OFPENN8YLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TA)(RETURN RE8'°E"T'~ECEOENr continued ESTATE OF (FILE NUMBER Hoover, Evelyn F. 21-71-0206 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNEa PROPERTY ITEM NUMBER LETTE FOR JOI ~~ DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCULL INSTITUTION AND BANKACCOUNT NUMBER OR SMAILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH ALOE OF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENPS INTEREST 5 A PPL Corporation Common Stock -Account 49,280.09 50.000°~ 24,830.05 No. 3097029475 1,836.008 shares Price per share = 528.83000 (See attached statement) 6 A Verizon Communications Stock -Account 19,195.16 50.000°~, 9,597.58 No. 00008700494 509.581027 shares Price per share - 537.67 (See attached statement) 7 A Vodafone Group PLC -Account Key 4,070.00 50.000°~6 2,035.00 HOOVER-EVELF0100 148 shares Price per share - 527.5000 (See attached statement) TOTAL (Also enter on Line 6, Recapitulation) ~ 71,821.10 Copyright (c) 2002 fom>I software only The Lackner Group, Inc. Forth PA-1500 Schedule F (Rev. 6-98) REV-1767 Ex* (10-08) SCHEDULE H corn~+~1~t~~,w~A FUNERAL EXPENSES & ADMINISTRATIVE COSTS -- ESTATE OF FILE NUMBER Hoover, Evelyn F. 21-11-0206 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, ~ FUNEF~AL EXPENSES: Sete continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name bf Personal Representative(s) Robsrt L. Hoover, Jr. Street,~ddress 1660 Clover Lane City 'York State PA Year(Sl Commission paid 2012 2. Attom$v's Fees Griffie & Associates (Estimated) zio 17403 3. FamilyiExemption: pf decedent's address is not the same as Gaimant's, attach explanation) Claimant S~reet Address City State Zio _ Rblationshio of Claimant to Decedent 4. Probatd Fees Sele continuation schedule(s) attached 5. Accountant's Fees Se{e continuation schedule(s) attached 6. Tax Return Preparers Fees 2,580.50 5,000.00 6,000.00 416.00 300.00 7. Other h~dministrative Costs 29,280.93 Se{e continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation} 43,577.43 Copyright (c) 2009 fortr1 software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Hoover, Evelyn F. 21-71-0206 ITEM NUMBER DESCRIPTION AMOUNT 1 Funer~l F~c~, menses Egger ~uneral Home - 2,464.50 2 Eby Grlanite Works (engraving) 116.00 H-A 2,580.50 3 ProT Probate fees 416.00 H-B4 416.00 4 Acc°i~ntant Fees Cohick 8 Associates - 2010 Retum 300.00 H-B5 300.00 5 Other Administrative Costs Cumberland Law Journal -Legal Advertising 75.00 6 The Sentinel -Legal Advertising 187.54 7 Deborahh W. Piper, Tax Collector (Real Estate Taxesj 2,115.88 8 Deborah W. Piper, Tax Collector (Real Estate Taxes) 526.80 9 Erick'sl Professional Painting and Decorating (Painting house) 3,052.00 10 Erie In>§urance Group -Homeowner's Insurance 383.00 Copyright (c) 2002 fora software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) __I SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Hoover, Evelyn F. 21-11-0206 ITEM NUMBER DESCRIPTION AMOUNT 11 Gateway Gallery Auction, LLC - (Personal Property Appreisaq 260.00 12 Hoovel's Plumbing and Heating, Inc. (Real estate repaire) - $25.00, $94.40 and $148.15 267.55 13 Koughl's Oil Service (Fuel) - $251.59, $401.92, $352.44 and $355.00 1,360.95 14 Robert Baker (Electric repairs) 198.85 15 CenturyLink (telephone) - $146.20 and $146.20 292.40 16 Newville Water 8 Sewer Authority - $131.15, $99.35, $99.35, $99.35, $99.35 528.55 17 PPL Utilities - $88.15, $26,50, $66.81, $53.69, $223.30, $83.32,;81.63, $84.40, $50.55, $82.39, 1.173.93 $98.21` $141.96, $105.00 18 West pennsboro Township Municipal Authority - WaterlSewer bill 20.00 19 Donald Wagner (lawn service) 800.00 20 Orrsto}~rn Bank (bank fees) 34.00 21 Edge f$arage Door Co. (real estate repairs) 25.00 22 Roger (Russell Plumbing 8 Heating (real estate repairs) 141.98 23 PA Delpartment of Revenue (2010 Income Tax due) 20.00 Copyright (c) 2002 fora software only The Lackner Group, Inc. Form PA-1500 Schedub H (Rev. 6-98) I SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FILE NUMBER Hloover. Evelyn F. 21-11-0206 ITEM NUMBER DESCRIPTION AMOUNT 24 Fees ahd expenses on real estate sale: - 12.589.59 Realto~'a Commission - $7,525.00 Realty ~'ransfer Tax - $1,535.00 2012 C unty and Township Real Estate Taxes - $385.24 Final Vl~ater 8 Sewer Reading. - $124.35 Seller istance to Buyer - $3,000.00 (See a ched HUD-1 Settlement Sheet) 25 Hoovelh Plumbing and Heating, Inc. - Furnace Replacement 4,247.91 26 RessrUes 1,000.00 H-B7 29,280.93 Copyright (c) 2002 forr(r software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rw-7672 EX+172-a6) ' SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTWOF PENN6VLVANIA INHERITANCff TAX RETURN RE&DENT'DECEDENT ESTATE OF FILE NUMBER Hoover, Evelyn F. 21-11-0206 (If more space is needed, additional pages of the same size) Copyright (c) 2009 fond software only The Lackner Group, Inc. Fonn PA-1500 Schedule 1 (Rev. 12-08) nEV-~a~sex,l~~ael SCHEDULE J COA"1~~~~~~'nriw BENEFICIARIES ESTATE OF FILE NUMBER HooNer Eve n F. 21-11-0 206 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) I TAXA LE DISTRIBUTIONS [include outright spousal • distributions, and transfers under Sec. 9116 a 1.2 1 Eliza th Marie Hoover Herrington Granddaughter one-ninth of 116 outh Keesey Street twenty percent of York] PA 17402 net distributable estate 2 Em a Rose Hoover, Kerr Great- one-ninth of 390~Id Orchard Lane granddaughter twenty percent of Yorks PA 17403 net distributable estate 3 Jos ua Hoover, Kerr Great-grandson one-ninth of 390~Id Orchard Lane twenty percent of Yorks PA 17403 net distributable estate 4 Kathr~yyn Lynn Hoover Ken• Granddaughter one-ninth of 380 ~Id Orchard Lane twenty percent of Yorks PA 17403 net distributable estate 5 And a Jane Hoover Granddaughter one-ninth of 2108~Poir>te Hollow Court twenty percent of Virglhia Beach, VA 23455 net distributable estate See r~ontinuation schedule attached Continuation Total Enter ollar amounts for distributions shown above on lines 15 throw h 18 on Rev 150 0 cover sheet as a ro riate. NON- BLE DISTRIBUTIONS: II. A. SP USAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHF•.RITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF ART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright (c) 2009 form software ony The Lackner Group, Inc. Forth PA-1500 Schedule J (Rev. 11-OS) _ III SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Evelyn F. Hoover 01105/2011 193-12-6307 Item Name and Address of Pereon(s) Share of Estate Amount of Estate Number Rec iving Property Relationship (Words) (SSS) 6 Rol rt L. Hoover, Jr. ~ 166 Clover Lane York, PA 17403 7 Aaron Lynn Shuman 24 Vl~heatland Circle Leb$non, PA 17204 8 Jill ~. Shuman P.O.!, Box 177 NewNille, PA 17241 9 Parl(er Shay Shuman 24 heatland Circle Lebanon, PA 17204 10 Decllan Jacob Smith 80 CVugston Road Newiville, PA 17241 11 Leslie Shuman Smith 80 C~ugston Road NewNille, PA 17241 Son forty percent of residue of estate Grandson one-ninth of twenty percent of net distributable estate Daughter forty percent of the residue of the Estate Great-grandson one-ninth of twenty percent of net distributable estate Great-grandson one-ninth of twenty percent of net distributable estate Granddaughter one-ninth of twenty percent of net distributable estate 1 ~• ~ttst ~itl ~tt~ (7~ P~tttmPttt OF EVELYN F. HOOVER I EVELYN F. HOOVER, of 13 Mount Rock Road, Newville, Cumberland County, lpennsylvania, being of sound and disposing mind, memory and understanding, do make, py~blish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. - FIRST I', order and direct my Executor hereinafter named to pay all of my just debts, funeral etpenses and expenses involved or connected with the administration of my estate, including all taxes that may be assessed in consequence of my death, as soon .after my death asks reasonably possible from the proceeds and assets of my estate prior to any other disjtributions. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain;or',renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my I grave, ao',d to expend sums from my estate for this purpose. GRIFFIE & ASSOCIATES A~a° e~lYo~'~~Aw 200 NORTH HANOVER STREET g ' CARLISLE, PENNSYLVANIA 17013 CHAMBERSBURG PENNSYLVANIA __I__ _ -- ___- ~~ ~' ~; ~~ ~~ _. Y n~ ,~ Y e 1 SECOND I give, devise and bequeath TWENTY (20%) Percent of my entire estate of whatsoever nature and wheresoever situate at the time of my death to my grandchildren and greajt-grandchildren, to be divided in equal shares .to. each of them who survive me .by sixty (6d) days. THIRD I~ give, devise and bequeath the rest, reside and remainder of my estate of whatsoeirer nature and wheresoever situate, together with all insurance proceeds thereon, in equal Ishares to my children, ROBERT L. HOOVER, JR. and JII~L H. SHUMAN, who surjrive me by sixty (60) days, per stirpes. I direct my ExecutorBxecutrix to divide among such beneficiaries all personal property of a sentimental or family nature (excluding cash, stocks, bonds and the like), including but not limited to jewelry, household goods, antiques furniture and memorabilia, in accordance with a separate memorandum which I may plade with my Will or deposit with my attorney. In the absence of such disposition by memorandum, I direct that the said tangible personal property be divided between my residual !beneficiaries with due regard for their personal preferences in as nearly equal l,`~ r 2' shares a~ practical, with the value of such dispositions being credited to the share of each respective recipient. If the said beneficiaries do not agree to the division of the personal property) provided for hereunder, the decision of my Executor/Executrix, including the decision to sell the property at public or private sale and distribute the proceeds therefrom as provided hereinafter, shall be final and conclusive on all parties. 200 N. Hanover Street Carlisle, PA X7013 ---_ _ i_ GRIFFIE & ASSOCIATES Attorneys At Law Page 2 of 8 38 N. Main Street Chambersburg, PA 17201 `tiy ,• FOURTH Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under 21 years of age or, in the judgment of my Executdr/Executrix, mentally disabled, shall be held in a separate trust by my Execut~r/Executrix as trustee until such beneficiary reaches 21 years of age or during such period ~f disability. During the term of any trust created pursuant to this Paragraph, the " Trustee I, is authorized to expend and apply so much of the net income and principal of each such tru4st as the Trustee shall consider advisable for the health, maintenance, support, and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains 21 years of age, or until all such amounts are paid out of trust. ]~ direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. FIFTH ~ grant my Executor/Executrix the following powers in addition to and not in limitatioln of such powers as my Executor/Executrix shall hold by law: Qa) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (Cb) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (~) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanovelr Street Page 3 of 8 38 N. Main Street Carlisle, PAS 7013 Cha-nbersburg, PA 17201 --~--___ ~~~ V (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent; they"~ `~ prompt settlement of my estate. Qf) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as A .~ ~~. w Uv security. (h) To compronuse claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. 200 N. Hanover Street Carlisle, PA p 7013 ~~ __ GRIFFIE & ASSOCIATES Attorneys At Law Page 4 of 8 38 N. Main Street Chambersburg, PA 17201 (.k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes bf this, my Last Will and Testament. SIXTH PhTo interest of any beneficiary of my estate, either in income or in principal, shall be subject tb anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficialry have the power in any manner to charge or encumber his interest either in income br principal, nor shall the interest of any beneficiary be liable or subject in any manner (while in the possession of my Executor/Executrix for the liability of such beneficiary. SEVENTH I ~~ nominate, constitute and appoint my son, ROBERT L. HOOVER, JR., as Executo# of this my Last Will and Testament. In the event my son is deceased, unable or unwillin~ to serve or shall cease to serve for any reason whatsoever, then I nominate, constitutes and appoint my daughter, JII.L H. SHUMAN, as Executrix of this my Last Will and I Testament. I direct that my Executor/Executrix shall not be required to give or I post bo~}d for the faithful performance of his, her or its duties in this or any other jurisdictibn. ~~ GRIFFIE & ASSOCIATES Attorneys At Law 200 N. Hanover Street Page 5 of 8 38 N. Main Street Carlisle, PA X7013 Chambersburg, PA 17201 ~' G~ ,• EIGHTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Crriffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrum$nt, the administration of my' estate, and the execution of the powers herein mentioned. IIV WITNESS WI~REOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of eight (8) typewritten pages, the first five (5) of which bear my!, signature on the side margin, for purpose of identification, this ~5 =~ day of ~, '~ /yr r.h , 2001. WITTNESS: ~ /7 j l " ~/ 200 N. Hanove~ Street Carlisle, PA 17013 ~Cr~:Qiy~J~~ s~l~,.r,~ EVELY F. HOOVER GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of 8 38 N. Main Street Chambersburg, PA 17201 M ACKNOWLEDGMENT COMMIONWEALTH OF PENNSYLVANIA: COUN~'Y OF CUMBERLAND SS. $, EVELYN F. HOOVER, the Testatrix whose name is signed to the attached or foregoirMg instrument, having been duly qualified according to law, do hereby acknowledge ~, that I signed and executed the instrument as my Last Will and Testament; that I signed it , willingl}p, and that I signed it as my free and voluntary act for the purposes therein express¢d. E LYN F. HOOVER worn or affirmed and acknowledged before me by EVELYN F. HOOVER the Testatri~c this --r.~-- day of ~~~~ ~x~ :Z , 2001 r- / ~ -rv ~ l ~~ tL, ~ Notarial Seal Robin ~. Goshorn, Notary Public Carlisle Born Cumberland Cainty My Commissira~ ~ rpires Apr. 17, 2603 200 N. Hanover Street Carlisle, PA Y7013 __ i_- __ GRIFFIE & ASSOCIATES Attorneys At Law Page 7 of 8 38 N. Main Street Chambersburg, PA 17201 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: COUN'~Y OF CUMBERLAND SS. 1WE ~i,tY ~,ia ~. ~,261tti~.~~y1 and ,~. ;~~_ (.. ~:_ ~T,, the witnesses whose names are attached to the foregoing document, being duly qualified accordi>hg to law, do depose and say that we were present and saw the Testatrix sign and execute i the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribiing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. I((~~ca ~ ~~+?:'I/w+~~ Sworn or affirmed and subscribed b ~ ,ores by ~'~~~ . ~: ~~ r tl r and ~"Lr ~Q 1~ ~hrx.cE~ this~_ day of '7i;L ,i , 2001. ,---~- ~~ Notary Pub1iE~~ 200 N. Hanover Street Carlisle, PA 17013 ~_ ~lotarial Seal Robin ~. Gashom, Notary PubOc Carlisle Boro. Cumberland Qam_ty__ i My Commiss~on E.xPireS Apr. 17, ZWW::~i GRIFFIE & ASSOCIATES Attorneys At Law Page 8 of 8 38 N. Main Street Chambersburg, PA 17201 Schedule "A", "E" and "H" OMB Approval No. 2502-0265 ~~~~,~ A. Settlement Statement (HUD-1~ ~~ 1. ^ FHA 2. ^ RHS 3. ~ COnV. UDIIIS. S. nle Number. 7. Loan Number: 8. Morpaga Insur~oe Number. 4. ^ VA 5. ^ Conv. Ins. MS42731 0338222195 C. Note: This form h famished to qiw you a st~ment of acNal settlement costs. Amounts paid to and by dre settlement spent are shown. INme marked'(p.o.c.)' were paid outside the cbsinp; they are shovm here for informetbnel proposes end are not included in Me btYs. D. Name 6 Address of Borrower: E. Name 6 Address of Setlar. F. Name lS Address of Lander. JEFFREY 0. EDWARDS AND JILL M. EDWARDS ESTATE OF EVELYN F. HOOVER WELLS FARGO BANK, N.A. 13 MOUNT ROCK ROAD 2501 SEAPORT DRIVE, 4TH, CHESTER, PA NEWVILLE, PA 17241 19013-2241 G. ProPeKY Location: H. Settlement Agent MADISON SETTLEMENT SERVICES I. Settlement Dad / Disbursement DaM 13 MOUNT ROCK ROAD 8 IRVINE ROW, CARLISLE, PA 17013 3/2812012 / 3128/2012 NEWVILLE, PA 17241 (CUMBERLAND) (717) 243-2121 (48-20-1758.043) PlxeOtSattlement: BIRVINE ROW, CARLISLE, PA 17013 Previous editions are obsolete Page 1 of 4 03/28/2012 03:26 PM HUO-i Previous editlons are obsolete Page 2 of 4 03/28/2012 03:26 PM HUD-1 58,892.97 59,569.58 ctraraee'Fpst a 1I NwaaetMon-`Tilaa-10~fi GovenirrMl~ ~ # 1201 Apprabal Fee to RELS ValuaBon (POCB $455.00) # 8Da Credit Report to RELS Credit (POCK $23.32) #805 Mortgage Insurance premium fa 12.00 months to Wells Fargo Bank, N.A. #902 #: ~;, ChM11i laMl (^.{laage kr~lal dgpoNt [a youf eeGrOw aeaot~ # 11101 Daffy interest charges A 801 $15041dery HanaowAt3Ys hreur~e #803 Title services and lenders title Insurance # 1101 Owners title insurance to Madison Settlement Servkss # 11113 Flood Life oT Loan Fee to WF Flood Svcs # 1307 Tax Service Fee to WF RE Est Tax Svcs # 1308 Loan Teens Your b~ri ksn 9nloutl! b $ i48 ;ti(!°.r ._ Your 10an term b ,years Your interest rab'is % Your h~IrY rtlprtelly~lal~ts-toM~stl €tN' p1, ~14sresf, 8lsl~ay $ 878.13 includes morigspe Inanrancs is ^/ Prtndpal Interest ^Mortgage Insurance Can yWr 1 raM filet" 0 No. ^ Yes, it can rise to a maximum of %. The flrst change will be on and can change again every after . Every change date, your interest rate can increase a decrease by %. Over the lice of the loan, your interest rate is guaranteed to never tre lower than %ahigfrerihan %. Eran tl ycu makeprtymenll an tllne, cart yarr loan t~Ierloe'Itse1 ^/ No. ^Yes, h ran rise to a maximum of $ Ewen 8 rnetb t> !tin ~ 1~ ~ erralaft ~ No. ^ Yes, the first increase can be on and the mouthy amount owed for princlpd, Interoet, and mdtg~ige InglrBnCe rise2 ayyg~ can rise to $ The maximum it can ever rise to is $ Clow yourioan have sl prepsy~lt penallyt ^/ No. ^Yes, your maximum prepayment penalty is $ Cures your ioarl have 8 beNDan peynrsllt't ^/ No. ^ Yes, you have a balloon payment of $ due in )ors ~ Tore) mgrrUrly aalGilffl clWErf ir~iudksg aecntill+atsleulrl ^You do not have a monthly escrow payment fa items, such as property taxes and homeowners insurance. You must pay these items directly yourself. ^/ You have an additlanal monthly escrow payment of $ 284.21 that results in a total initlal monthly amount awed of $ 94?.34 .This includes principal, interest, any mortgage insurance and any items checked below: ^/ Property taxes ^/ Haneownefs insurance ^ Flood insurance ^/ Arsrrmt RD Arrd ^ ~ Sdrooi Tarr Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form, please contact your lender. Previous editions are obsolete Page 3 of 4 03/28/2012 03:26 PM HUD-1 $3,919.54 $3,795.44 -$124.10 a -3.16619 % Supplemental Page HUD-1 Settlement Statement Afidenduma for Papa 1 Amount held by Howard Hanna Real Estate Services b. Seller Assistarwe to Jeffre Total: 54000.00 1 have CareNNY revkwied the HUD-1 Settlement Stabmsnl and to tlce best of my knowkdpe and belief it is due and xcurate sta~rnent of aN and disbun~emsnts made on~my alcco~uintlor by me in this trensacdon. I lusher centlY that I have receFred a copy of the HUD1 Ssttlemsrd Stabment. /~~~ BORROWERS SELLERS ~ ~ ~ ~~~~, _ ')'L ~ ~G(~1 ems` JEFFREY .EDWARDS ROBERT L HOOVER,JR.,EXECUTOR ~/.~--- JILL M. ARDS The HUDt Settlement StaOemenl vRdch I have prepared is a tme and aocurare auount of Mis trensactbn. I have caused or I wtll cause the funds W be disbursed in BCWIdanCe vMh this stBlNmenL Seltl ' 1~ent Date 312812012 Previous edftlons are obsdete Page 4 d 4 03/28!2012 03:26 PM HUD-1 . ...~ ACNB BANK February 23, 2011 Griffie & Associates Attn: Bradley L Griffie 200 N Hanover St Carlisle PA 17013 RF,: Estate of Evelyn F Hoover Dear Mr. Griffie: The following information is being provided as per your request: Acct. 'fypc Esteem Checking Account Safe Deposit Box Account No. Balance at Accnied Ownership Date D.O.D. Interest to Opened/Joint D.O.D. 120073 $8,776.78 $0.00 Individual 1/25/85 803/466 Individual Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer Company at 1-800.358-5948. If you need any additional information, plezse cor.Lzct me at (7'.7)339-5122. Sincerely, u'° Barbara J War ACNB Bank Deposit Services Representative iI PO Box 3129, GETTYSBURG, PA 17325 I exoNe 717.334.3161 I mu enEe 1.888.334.2262 I acnb.eom I aenbbusiness.com J 48500041046 REV-485 EX (05-04) SAFE DEPOSIT BOX INVENTORY PA Department of Revenue PLEA8E USE ORIGINAL FORM ONLY Social Severity or Death Certlficate Number Date of Death County Code Year File Number 19312-8307 ~ 01/05/2011 _ ~ ~ 21 j 11 ~ ~ 0206 `; L__ _ _ ~ Decedent's Last Name __- -- _; ,_ Suffix First Name MI r-- IHOOVER ~~-~ (EVELYN F ADDRE88 OF DECEDENT STREET: CITY: STATE: ZIP CODE: ~ 13 MT ROCK Rp NEVWILLE i PA 17241 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX , NAME: ROBERT L HOOVER '', STREET ADDRESS: CITY: STATE: ZIP CODE: NAME, ADDRESS AND RELATK)N$HIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. NAME: RELATIONSHIP: ROBERT L HOOVER SON STREET ADDRESS: CITY: STATE: ZIP CODE: 1660 CLOVER LANE YORK PA 17403 _____ b. NAME: RELATIONSHIP: STREET ADDRESS: CITY: STATE: ZIP CODE: c. NAME: RELATIONSHIP: STREET ADDRESS: CITY: STATE: ZIP CODE: NAME AND ADDRESS OF FINANCUIL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME STREET ADDRESS: CITY: STATE: ZIP CODE: 39 CARLISLE ROAD NEVWILLE PA 17241 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY ROBERT L HOOVER 2/4/11 0:00 am DATE OF CONTRACT TO RENT BOX NUMBER OF BOX 1 TITLE UNDER WHICH BOX IS REQUESTED 08/16/1957 466 EVELYN F HOOVER NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. NAME: EVELYN F HOOVER STREET ADDRESS: 13 MT ROCK RD CITY: STATE: ZIP CODE: NEVWILLE PA 17241 NAME AND TRLE OF EMPLOYEE TAKING THE INVENTORY DOUGLAS R LINDSAY, RETAIL OFFICE MANAGER STATE: ZIP CODE: b. NAME: STREET ADDRESS: CITY: WAS A WILL IN THE BOX4 L~ YES ~ NO If yes, a. Date of will: b. Name and address of personal repreaeMatlve, If named In the will NAME: STREET ADDRESS: clTV: STATE: ZIP CODE: ZIP CODE: 1 J c. Name and address of attorney, ff any NAME: STREET ADDRESS: L 48500041046 CITY: STATE: 4850^041046 _~., ce~F nFpn417 F3~X II~FENTORY Page 2 of 2 RCV-YOJ C/~ Y~ r•• -- - -- - - INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred cerOficate, warrant or other dghts found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. (g) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DNISION DEPT. 280801 HARRISBURG, PA 17128-0601 ITEM NO. ITEM DESCRIPTION - NONE I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS CORRECT D CO L E H BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF SAFE IT BOX INVENTORY: SIGNATUR SIG PRINT NAME D u LIND PPROPRIATE BOX BELOW: c.. G PRINT TIT.,L~En _r- Ili t r~rt L r=1Y, t ~~ M ~Sl~ DATE 3 115 ~(~ CHECK APPROPRIA BOX: ^ Executor(trix) ^ Atlministrator(tdz) Estate Representative ^ Joint owner of safe deposit box NOTE: Attach additional 8'/=" x 11" sheet(s) if necessary or use duplicates of this page of form. The Department is authorized bylaw, 42 U.S.C. §405 (c)(2)(C)(i), to require disdosure of Slxaal S~udry numbers in connection with administedng state tax laws. The Department uses the Social Secudty number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax infortnalion aglcements with Federal and local toxin authodties. The state law rohibits the Commonwealth's rswtnel from disdosin confidential tax information exce for offidal u ses. John F. Kohler, Jr., Auctioneer/Appraiser March 24, 2011 Griffie & Associates Attn: Attorney Bradley L. Griffie 100 Lincoln Way East, Suite D Chambersburg, PA 17201 Re: Estate Evelyn F. Hoover Dear Attorney Griffie: Attached is the a~-~isAl o#'the;iterl~s ed fixnn #be; . of Evelyn F. Hoover. This appraisail was completed at 13 R~`t. Rock Roatl,.Adewv~l~x.~'A ~ March 14, 201.1.. Aftelr review ofconditivns, my opinion of the fair market!value is as fbllow's: Torte Thausban~l Ord Thrt~a,Seven Dollars ($~,037.P0) Faii+ ' ket value is the value that property is anticipated to bring im an open market,. ~. auct. In tion of this appraisal, I have not examined the title to, encumbratlce on, or o hip of the property. '! Mica l~. Fpwler,';CPI'A Ce " Personal Property App*~;~er _ MDF:hrf Attachments 643 I{riner Road • Chamhersburg, Pennsylvania 17201 • Phone (717) 263-6512 • Fax (717) 263-0188 www.gatewayauction.com • email bid~gatewayauction.com ~~a5i~r APPRAISAL OF ITEM ................................................................................... APPRAISED VALUE LIVING ROOM Two Piece Colonial Living Room Suite ...........................................................25.00 Glider Rocker w/Spindle Arms ........................................................................50.00 Glider rocker w/Cushion Arms .........................................................................45.00 (2) Glider Foot Stools @ 15.00 each ................................................................30.00 Floor Lamp .........................................................................................................3.00 (2) Lamp Stands @ 8.00 each ........ ......... ...................................................16.00 Maple Drop-leaf C~Efee '1 Vie......: ......... ........ .......... ......:::..............10.00 Magazine Lacks. ... Bookcase. ... .... ... Misc. Books ... .... .... . Kennedy Watercolor '~ 1 ...... ...... ........ ........ ....... ......... ......! ... ~. Pair of Asian Table Lamps @ 10.0 each .. ......... ........ ........ ......'.... JVC TV ..... ......... .......'.. ......... ......... ..,...... .....'..... ....... ........... VCR ........ ...:....' ......... ........': :. Oak TV Stand .......: ........ ........' .....;...........'. ......... ....' ..... ......... M.R. Thomas Painting:....''.. .......i .....':... .......s . ....... ......... ..:........ Stuffed Ducks, ete:: ....:: .:: .......: .......:: ........:' ......:. ......::: ........::.`. 00 00 00 Print of Three Little Girls ..............:.................................................................... 3.00 Movies ................................................................................................................3.00 3/a5/I/ Hoover Estate. uaRe 2 DINING ROOM Cane Seat Chair ...........: ...................................................................................... 5.00 Stereo in Cabinet ................................................................................................. 5.00 (4) Plank Seat Chairs @ 15.00 each .................................................................60.00 Light Cherry Statton Buffet ............................................................................125.00 Old Mill Print ....................................................................................................10.00 Statton Drop-leaf Table .................................................................................... 85.00 Misc. Wall Hangings .......................................................................................... 5.00 LTPSTAIItS FOYER Floor Light . ...... ... ...... , 5:00 Cane Seat Rocker (as is)..' .. ............... ..!.. ........ .... ........,.........,.........5.00 (11) Olne Gallon Crocks@ 5, 00 each.....: . .... ........ ........ ... :.................: ~~~0 Wopd Tale Lamp .. .~, .. ..~' I~.~0 Horse Ceramic Statuary. .. ....... .. .SMQO Electric Ironer ........: ..............!......... .... ....... .....:... ....;............. No Ya~ue 1943 Indian Town Gap Yard Long Photo: ..... .....; . ................ ......'......10.f10 Foot Rocker ............ ............ ~ ... ..... ..... ...... ............. '.... .......;.....10;Q0 Coal Shovel ...................... ....'..... ..... ..........., ..............................1.t~0 Military Coats/Fl~g. . ............... . ... ..... ......, ......... .................:...15. ...Feed Sacks ................................................ ..........................................................3.00 KITCHEN Hoover Sign ..................................................................................................(family} (38) Royal Copenhagen Denmark Plates ..........................................................'75.00 3~a~S~l~ Toaster ................................................................................................................1.00 Small Box Tools ................................................................................................. 5.00 Cookbooks ........................................................................................................15.00 Flatware ............................................................................................................10.00 Misc. Cookware ................................................................................................15.00 Sharp LCD 15" TV ...........................................................................................75.00 Set of Corningware ...........................................................................................45.00 Roseville Apple Blossom Basket ....................................................................150.00 BEDROOM # 1 ,. dne`Drawer,Gak Table ....... ................. ........ ...............................9500 (2) Lamps...... ......! ...... ..... ............... ......... ........ ........ ............t3.00 Jewelr+~ (molly costume w/some silver.~i gold) ..... ........ ........ .........1~4;~10 .Finger Lamp ........ ......:.....<..........;... ........ .............`:.... ............1.90 Thomas Gil an Canvas.,....... ,..: ..... ......... ......',. ................. .....'...... ~~~:00 Zenith TV ..... ........ ......................... ....... .............................~.~0 Stuffed Chair. .......' . ......... ........ ........... .....:. ..............................8.f0 ~RAK)M #2 (2) Plank Seat Chairs .......:......... ,:: .,.....: ......... ....... ........ ........... 301.00 Honeywell Dehumidifier ..................................................................................30.00 Smith Single Bed ..............................................................................................60.00 Bookcase ........................................................................................................... 50.00 Books ................................................:...............................................................30.00 ~~asii~ ,. Hoover Estate. na¢e 4 File Cabinet .........................................................................................................8.00 Sharp Upright ....................................................................................................20.00 Floor Lamp ......................................................................................................... 8.00 BEDROOM #3 Single Bed .........................................................................................................30.00 Dresser & Vanity Mirror ................................................................................150.00 Bookcase Headboard .......................................................................................... 5.00 Book Stand ........................................................................................................15.00 (2) Plank Seat Clues . . . .............30.00 ~~R" UPSTAIRS ~OOM # 1 Doatble Bed, Vanity & Mirror ....... ........ .......::.. .....;... ............ I"75.00 Collectit~n of 19506 - 19606 Magazines (Ttme~ Life etc.) .. ........ ............150.00 (2}' Bt~ok+cases.. .. .30.00 Books in Cases......' . ................ ........ ........ ......... .......! ..............70,''00 Mantle Clock ..................:........... ......... ........ .................~ .:....;.......40;00 Misc. Wall Hangings .......,.. .......': . ................. ........ ........1 ..............35':00 UPSTAIRS BEDROOM #2 Curios Cabinet.,..... . ........................... ......... .......... ...,..... .'............~~00 Plank Seat.Chair .... ......... ......... ..... ......... .....~.... ......... .......... _, l'k00 TOTAL APPRAISED VALUE: ~/a5~rl 53,037.00 BENCHMARK ^ INVESTMENTS & INSURANCE Charlie Evans, Financial Advisor Hattie Evans, Financial Advisor Matthew Wilson, Insurance Specialist, Financial Services Coordinator 1201 W. Elm Avenue, Suite 3 • Hanover, PA 17331 Toll free: 877.777.0871 • Phone: 717.630.8635 • Fax: 717.632.7458 February 1, 2011 MEMO OF RECORD The value of Evelyn F. Hoover's account at Putnam Funds, #505015316, on her date of death 1/5/2011 was $21,864.55. Hattie H. Evans, Financial Advisor Securities and Advisory Services offered through Commonwealth Financial Networl-®, Member FINRA/SIPC, a Registered Investment Adviser. -. •: ~-i ~'i Mission Investment Fund Evangelical Lutheran Church in America God's work. Our hands. April 8s' 20l 1 Estate of Evelyn Hoover Robert Hoover 1660 Clover Lane York PA 17403-4012 Dear Robert L. Hoover: QOo °~ Enclosed please find check # 7425 in the amount of $3887.79. This check represents the closing balance of Investment 20000002862 in the name of Evelyn F. Hoover. Also please find with is letter a statement for Evelyn Hoovers date of death of January 5"' 2011. Investment number 30000058098 has been closed since February 2010. Please contact me with any questions or concerns and thank you for your support at this most difficult time. Mike Niemiec Mission Investment Fund 877.886.3522 mikeniemiec@elca.org ~Op~ 8765 West Higgiru Road • Ct~cago. IL 60631-4101 • Phone B77~B6-3522 • Fax r73-380-2752 • owvw.elCp.orq/mif ~~ ~~~ ~„4 .. `.{ ~ ~ y ~ a f ~ ~ ~i e~ ,+ i ~, and{, .,1 .. ; ... k ~r ~I''''~ } ~ t ~. ` ~..~ `. Page: 1 of 1 Account Number: 20000002862 Statement Date: 01-05-2011 EVELYN F HOOVER 1660 CLOVER LANE YORK PA 17403-4012 Account Summary for TERM INVESTMENT Fixd Rate 4 yr - 20000002862 Startiag Interest Service Sndiag Balance + Deposits + Paid - Withdrawals - Charges Salanco 3,825.91 0.00 0.00 0.00 0.00 3,825.91 There is no activity for this account. The amount of Interest earned between 01-01-2011 and 04-08-2011 is $35.59. The average daily balance during this period was 3,825.91. The minimum balance during this period was 3,825.91. The Annual Percentage Yield Earned for this account is 3.55. Interest Paid YTD: 61.88 . _~..~. _. C r,...,. ~~~~ ~~ N ~~ r ~` `~ ~ t ~,i~f "~ ;;, NOV 1 0 2011 f~,~_: E ) r did you know? Most shareholders can manage their holdings online with free access to Computershare's Investor CentreT"' website. Use this simple tool to quickly and easily update account informatlon, sign up for electronic delivery of documents and more. Enroll FREE today at www.computershare.com/investor. BRADLEY L GRIFFIE ESQ GRIFFIE & ASSOCIATES 200 NORTH HANOVER STREET CARLISLE PA 17013 November 3, 2011 Company: Registration: Holder Account Number: Document I.D.: Our Reference: Dear Sir/Madam: AT&T INC. EVELYN F HOOVER & ROBERT L HOOVER JR ]T TEN 00006450458 11299WF00509689 ATT/0002808289/3/RS/66032 ~,omputershare Computershare Investor services 250 Royall Street Canton Massachusetts 02021 www.computershare.com Thank you for contacting Computershare, the transfer agent for AT&T Inc. We appreciate the opportunity to be of service to you. AT&T Inc. account number 006450458 registered to Evelyn F Hoover & Robert L Hoover ]r JT TEN was opened as a joint acwunt on December 5, 1983. On January 5, 2011, the account held 2,028.993915 shares at the closing price of $29.98 per share. If you have any further questions, please visit our website at www.rnmoutershare.com/att or you may contact us by phone at 800-351-7221. We offer an automated telephone service to assist you at any time, or you may reach a representative during regular business days, 8:30 a.m. to 8 p.m. Eastern Time. Please note that any available representative can assist you. Sincerely, Service Representative Enclosure: None i f Ii.+ { ~ ~ ', If Q S ~ { F ~ ~ i ~ l~~ { NOV 1 4 2011 ~` ~ .~. ; re ~. . ~_ r r n ,q. r„ fy, } ! i Shareowner Services PO Box 64874 St. Paul, Minnesota 55164-0874 www,wellsfargo. com/shareownerservices November 22, 2011 GRIFFIE 8~ ASSOCIATES ATTN BRADLEY L GRIFFIE 200 N HANOVER ST CARLISLE PA 17013 Regarding: FINANCIAL CONFIRMATION Dear BRADLEY L GRIFFIE, Account Number: 3501136977 Registration: EVELYN F HOOVER ROBERT L HOOVER JR JT TEN Creation Date: 11/18/2002 Issue Name of Stock: COMCAST CORPORATION A Total Share Balance on 01/05!2011: 231 BOOK SHARES Closing Price per Share on 01/05/2011: $ 22.74 . Ticker Symbol for the Company is: CMCSA It is exchanged or traded on: NASDAQ Request Number: 10292434 ID Number: SX58022 WFType: CO Please note that as a transfer agent, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. There were no withdrawals or transfers made within the 12 months prior to the decedent's day of death. To change-the name(s) listed on the stock account, a transfer packet will be mailed to you. The packet will include the necessary forms as well as general instructions about transferring shares.. You may also view transfer instructions and download additional forms online at www.shareowneronline.com by selecting "Get Answers to Frequently Asked Questions." If you have any questions, please call our Shareowner Relations Department at 1-800-468-9716. Sincerely, Shareholder Communications Enclosures: none Did you know? Mast shareholders can manage their ha3dings online with free access to Computershare's Investor CentreT"` website. Use this simple tool to quicWy and easiiy update account information, sign up far electronic deiiuery of documents and mare. Enrall FREE today at www.computershare.camJinvestar. BRADLEY L GRIFFIE ATTORNEY AT LAW 200 NORTH HANOVER ST CARLISLE PA 17013 November 2, 2Q11 Company: Registration: Holder Account Number: Document LD.: Our Reference: Dear Sir/Madam: FRONTIER COMMUNICATIONS CORPORATION EVELYN F HOOVER & ROBERT L HOOVER JR ]T TEN 00005408890 11299WF00510216 FRON/0002808243/5/wt/20138 omputershare Computershare Investor Services 250 Royall Street Canton Massachusetts 02027 www.computershare.com Thank you for contacting Computershare, the transfer agent for FRONTIER COMMUNICATIONS CORPORATION. We appreciate the opportunity to be of service to you. On January 5, 2011, account number 00005408890 held 118 shares. On that date, the closing price was $9.72 per share. Our records indicate that this account was established on July 1, 2010. Should you have other account related questions, please call us at 877-770-0496 during regular business hours. Please note that any available representative can assist you. Sincerely, Service Representative Enclosure: None ~ , , ~ , ~, ~ a, ~ r' "' ~ t { ~ 1 ' 7 ~~ ';: ~ t . ~ ~OV _ 7 7 ~11 ~ i ~ `~ ', r ~ , ,_ ,~ 4 ~R ~. ! y- f f L, r n ~ , i ~ f~ R 't i`- Fi ~; c ; f ( November 23,.2011 Shareowner Services Post Office Box 64874 St. Paul, MN 55164-0874 wwwshareowneronline.com EVELYN f HOOVER 8 ROBERT L 'HOOVER JR JT TEN BRADLEY (dRIFFIE 200 N HANOVER ST CARLISLE PA 77013 Re: Finanaal Confirmation ' Dear Shareowner: Account Number: 3097029475 Registration: EVELYN F HOOVER & ROBERT L HOOVER JR JT TEN 1660 CLOVER LN YORK PA 17403 Account Creation Date: 1/6/1984 Issue Name of Stock: PPL Corporation Total Share Balance on 1/5/2011: 1836.008 Certificate Shares: 200.000 DRS/Book-Entry Shares: 200.000 Dividend Reinvestment Plan Shares: 1436.008 Dividend Amount Paid YTD: $2587.95 Closing Price per Share on 1/5/2011: $26.83000 Ticker Symbol for the Company is: PPL It is exchanged or traded on: NYSE Please note that-as a transfer agent, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our office toll-free at 1-800-468-9716.Our Shareowner Relations Specialists are available to assist you Monday through Friday, from 7 AM to 7 PM Central Time. You may also send an email to us by selecting "Contact Us" at any time while online at www.shareowneronline.com. Sincerely, Wells Fargo Shareowner Services I IIIINI IIII IINII INI NIIII III IUII VIII VIII IIIII IIIII IIIII 81N INII IIIII IIIII IHI IIII •FINC032712I1I1IYIYIYIY" z r .~ Your email address can now help save the environment. Register for electronic communications using the eTree`" program and we'll have a tree planted on your behalf. Go to www.e7ree.comiVeriz~c n to register. BRADLEY L GRIFFIE ATTORNEY AT LAW 200 NORTH HANOVER ST CARLISLE PA 17013 November 2, 2011 Company: Registration: Holder Account Number: Document I.D.: Our Reference: Dear Sir/Madam: VERIZON COMMUNICATIONS INC. EVELYN F HOOVER & ROBERT L HOOVER JR JT TEN 00008700494 11299WF00510215 VZN/0002808243/4/wt/20138 ~omputershare Computershare Investor Services 250 Royall Street Canton Massachusetts 02021 www.computershare.com Thank you for contacting Computershare, the transfer agent for Verizon Communications Inc. We appreciate the opportunity to be of service to you. On January 5, 2011, account number 00008700494 held 509.561027 shares. On that date, the closing price was $37.67 per share. Our records indicate that this Verizon account was established on December 31, 1990. Should you have other aconunt related questions, please call us at (800) 631-2355. Our telephone representatives are available during regular business days between the hours of 8:30 a.m. to 6 p.m. Eastern Time. Please note that any available representative can assist you. For certain routine information, you may call us 24 hours a day, 7 days a week and access our automated telephone service. Sincerely, Service Representative Enclosure: None •. ~r'...._._ ~ t ~ ~:~ ~~~~, ~E4 ~: (e r.. r- r ~ .~ 1'+ r .- t'T f1 e R ^C r (q r .• BNY Mellon Shareowner Services. P.O. Box 358333 Pittsburgh, PA 15252-8333 November 19, 2011 BRADLEY L GRIFFIE 200 NORTH HANOVER STREET CARLISLE PA 17013 RE: EVELYN F HOOVER & ROBERT L HOOVER JR JT TEN Dear Sir or Madam: BNY MELLQN SMAI~OWNER SERVICES Company VODAFONE GROUP Name PLC Account Key HOOVER--- EVELF0100 Control 201111180003135 Number Telephone 800-233-5601 Number Thank you for your recent request for assistance with the above referenced account(s). Please be informed that the number of shares as on Ol/OS/11 were 148.00. Also, note that the closing price, as on O1/OS/11 was X27.5000 per share. The enclosed account transcript will provide you with the information requested. Specifically, this transcript provides: Account•Profile that offers a general account status; • Account Certificate Listing that outlines debit/credit of certificates; • Account Payment List, which details cumulative dividend payments; and Dividend Reinvestment Account Summary that details shares purchased with reinvestment. Thank you for the opportunity to assist you. Upon receipt of the additional information requested, we will be happy to address your request further. As a reminder, you may access our Investor ServiceDirect Web site at www.bnymellon.com/shareowner/equityaccess or call our automated voice response system at the above number or (201) 680-6578 for account information and to initiate certain transactions. You may also speak with one of our Customer Service Representatives available from 9 a.m. until ? p.m. Monday through Friday. Sincerely, BNY Mellon Shareowner Services Page 1 of 3 c~ ~ . Shareholder: EVELYN F HOOVER 8 ROBERT L HOOVER JR JT TEN 1660 CLOVER LANE YORK PA YORK PA 17403-4012 Our Control Numbsr: 201111180003135 92S57W20 - VODAFONE OROUP PLC HOOVER-EVELF0100 *•• - "• - e3o7 There are no certl8cates for this account. PLAN TYPE : IR001 CERTIFICATE HISTORY (10 Most Recent Transactions) BOOK ENTRY HISTORY (10 Most Recant Traneectlons ) WA - 01/01/2011 Bekrrce Forward • 148.0000 .0000000 .00 .00 .00 .00 WA - 01/01/2010 Balance Forward 148.0000 .0000000 :00 .00 .DO .00 WA - 01/0112009 Balance Forward 148.0000 .0000000 .00 .00 .00 .00 WA - 01/01/2008 Balance Forward 148.0000 .0000000 .00 .00 .00 .00 WA - 01/01/2007 Balance Forward 148.0000 .0000000 .00 .00 .00 .00 0002454040 _ 07/31YL000 Opening Balance 148.0000 .0000000 .00 .00 .00 .00 WA - 01/01/2006 Balerwe Forward .0000 .0000000 .00 .00 .00 .00 • Denotes adJuetad aequisitlonlholding date andlor price as a result of Corporate AcOOn events, reclassification of return of capital, transfers, and/or gifts PAYMENT HISTORY (10 Most Recent Trenaac8ons ) Dividend 08/05/2011 78992610 PAID on 143.10 08123/2011 0000001344984 0000000000 0.0000 Dividend 02/04/2011 78844133 PAID on 65.97 03/16/2011 0000001344864 0000000000 0.0000 Dvidend 06/08/2010 76897290 PAID on 125.85 0000001344964 0000000000 0 0000 08!23/2010 . Dividend 02/05JZ010 76534838 PAID on 62.00 03/29/2010 0000001344984 0000000000 0.0000 Page 2 of 3 YEAR TO DATE ACCOUNT SUMMARY